Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
190 Carondelet Plz Ste 800, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Clayton | MO | 06/2009 | 03/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Clayton | MO | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. RENTAL PROPERTY; INV. RELATED; OLIVETTE, MISSOURI; OWNER; GRANDVIEW RENTAL; START DATE 12/2019; 1 HR PER MONT; 0 HRS DURING TRADING. 4. CREVE COEUR PENSION FUND; INV. RELATED; CREVE COEUR, MO; PENSTION BOARD MEMBER. 5. JEWISH FEDERATION OF ST LOUIS; INV. RELATED; ST. LOUIS, MO; INVESTMENT COMMITTEE MEMBER; START DATE 8/2009; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES ATTEND MEETINGS, MONITOR ALLOCATIONS AND INVESTMENT PERFORMANCE AND EVALUATE THE OUTSIDE ADVISORY FIRM AND THEIR MANAGEMENT OF THE FUNDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-31 |
Reach out to this advisor